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Finance Advising reviews in Northridge

Real People ~ Real Reviews ~ Real Results

    • Very Professional
    • On time
    • Courteous
    • Always looking out for client's best interest
    • Very comfortable with the transaction, thanks to the expert guidance from a veteran.  It was a breeze, thanks to Ramesh.
    - Sudha R.
  • I recently used Don, and he was absolutely fantastic!  I felt like he really wanted to understand me and my concerns. 

    He put me at ease right away, and I enjoyed listening to the stories he used to help me understand the financial ideas that he talked about.

    I believe that Don has created something unique for a financial advisor.  He told me up front the costs for what I wanted to do.  He gave me several options, explained the good and bad for each, gave his recommendation, but let me make the final decision!  It was a great experience, and I was amazed at how much I learned and how many choices he gave me.

    I was also surprised at how much of his time and effort I received.  During appointments I felt like I might be taking too much of his time, but Don always took the time to make sure the job was done right. 

    I highly recommend Don for his knowledge, his professionalism, and his honesty.


    - k q.
  • My husband and I met her a few months ago by her selling our homes and us buying a new home. She recently called us and told us that she is also affiliated with this company that provides private placements. I did not know what that was, but because she was really trustworthy and intelligent, I told my husband let's check it out. We paid a visit to her office and she explained how the process works and that instead of the 2.5% per year we are making on our money in the bank, we can put the money in a secured investment that is getting 9%/year guaranteed, paid monthly, by secured commercial real estate. What's best about it is that the money is not locked or anything. Anytime we need it, we can pull it out. IT IS FANTASTIC. The minimum was $25,000, which ours was well over that anyways. She is very creative and honest.
    - Sharona Y.
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Financial Advisors in Northridge

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